Which import mechanism did you use? For QIF, there is a mapper from QIF Account and Payee/Memo to target Income/Expense account. For OFX and CSV, the importer has a way to assign them, but you need to right-click on each line to assign the account. -derek
On Mon, October 21, 2024 4:25 pm, William Prescott wrote: > I have used Gnucash since 2011-01-01. I had never used the import function > until this past weekend. I always made all the entries manually. But I > recently realized that my bank allows downloading transactions in qfx > format and I decided to try it. > > It was a good time to do so. I recently returned from a trip where I used > Apple Pay on my phone to pay for everything. So every minor thing I did > was a separate transaction. I had 72 lines on my credit card statement. > > I imported it into Gnucash with no problem. The only thing that could > have been better was setting the account for all of the transactions. One > side was the credit card account and that worked fine. But it set the > other side to "Imbalance-USD". I didn't see a way to change that on all of > them before the import. So I went through and changed them all manually > after the import. It was still a lot easier than entering them manually. > > In hindsight, I think I probably could have imported just one of them, set > the account correctly on it. Then imported the rest and it might have > known better what to do with them. > > I any event, learning to use the import function was a big time saver that > I will make more use of in the future. And I wanted to thank the > developers for providing it. > > Thank you. > > Best wishes, > Will > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- Derek Atkins 617-623-3745 de...@ihtfp.com www.ihtfp.com Computer and Internet Security Consultant _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
